Financial Planning | Wealth Management | Bend, OR
Well-Rounded Services
Do you have goals? Let’s reach for the stars.
Personal Financial Planning
We offer a comprehensive menu of services to help you achieve your personal goals. Through industry-leading planning software and creative professionals, there is no plan we cannot handle. We utilize team collaboration and bring a wealth of experience to our plans. Our team of CERTIFIED FINANCIAL PLANNERS™ combines years of tax knowledge through Patrick Casey & Co. LLP to fine-tune our clients’ financial plans.
Business Financial Planning
Your business is your livelihood, and we are here to help you navigate complex issues. If you have important decisions to make or need help answering questions, our team is here for you. Through a tax-efficient lens, our professionals have deep knowledge in the small business planning arena.
Wealth Management
We constantly monitor your investment performance, determine asset allocation, provide tax efficiencies, and are quick to make adjustments as your wealth needs change. We can manage your brokerage accounts, retirement accounts, trust accounts, college savings accounts, health savings accounts, and others. We provide wealth management solutions for any stage of life.
Financial Consulting
2260 West, LLC provides investment consultation services for those not interested in financial planning or wealth management. If you’re looking for one-off financial consulting, we can assist you. Please contact us for information on our hourly rates.
BEND, OR
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